Deposit Strategies Portfolio Manager

Job Description

The Deposit Strategies Portfolio Manager will:

• Manage customer service for a designated portfolio of high-value deposit clients, serving as the initial point of contact and accountable owner of the end-to-end service experience.
• Oversee day-to-day service delivery by coordinating across internal partners including Treasury Management, Deposit Operations, International Services, and Loan Operations.
• Ensure adherence to regulatory requirements, internal policies, and audit standards while supporting the full account lifecycle, including onboarding, maintenance, and retention.
• Act as the primary escalation point for complex or high-impact client inquiries and issues.

Qualifications

• 7+ years of experience in customer service roles supporting various RMs and customers.
• Bachelor's degree preferred.

Benefits

• Medical Insurance
• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance

Compensation

The estimated salary range for this role is $80,000-$100,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.